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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| NY | RA | APPROVED | 2025-06-30 |
Branch Locations
40 Wall Street 28Th Floor, New York, NY 10005 • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • US
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Titan Capital Recovery Group | New York | NY | 06/2019 | 08/2021 |
| University Of Colorado Boulder | Boulder | CO | 09/2017 | 06/2019 |
| Rnc Genter Capital Management | Los Angeles | CA | 05/2017 | 08/2017 |
| Daniel Hoff | Los Angeles | CA | 05/2017 | 08/2017 |
| World Financial Group | Santa Clarita | CA | 05/2017 | 08/2017 |
| University Of Colorado Boulder | Boulder | CO | 08/2016 | 04/2017 |
| Benchmark Investments, Llc | New York | NY | 09/2021 | 06/2023 |
| Kingswood Capital Partners | New York | NY | 06/2023 | 03/2025 |
| Emerson Equity Llc | San Mateo | CA | 03/2025 | Present |
| Emerson Family Office | New York | NY | 03/2025 | Present |
1) TARKENTON FINANCIAL-INVESTMENT RELATED, 3340 PEACHTREE ROAD NE, STE 2300, ATLANTA, GA 30326(OFFICE ADDRESS OF INSURANCE COMPANY), LIFE INSURANCE SALES, LIFE INSURANCE PRODUCER, WRITE LIFE INSURANCE POLICIES, 10 HRS MONTHLY, 2 HRS DURING SECURITIES TRADING HOURS, 05/2023 2) EMERSON FAMILY OFFICE-INVESTMENT RELATED, 40 WALL STREET, 28TH FLOOR, NEW YORK, NY 10005, DBA MARKETING VEHICLE THROUGH WHICH SECURITIES RELATED BUSINESS IS DONE THROUGH EMERSON EQUITY LLC., 20 HRS/MONTH, 1 HR PER DAY DURING SECURITIES TRADING HOURS, 03/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-27 |
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